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PIMCO RAFI Dynamic Multi-Factor US Equity ETF

17 hedge funds and large institutions have $104M invested in PIMCO RAFI Dynamic Multi-Factor US Equity ETF in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
1
Increased
7
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SC
1
Schiavi & Co
Delaware
$55M 1,435,354 +767 +0.1%
AWM
2
Austin Wealth Management
Texas
$21.4M 539,716 +539,716 New
BEAM
3
Baker Ellis Asset Management
Washington
$8.09M 211,010 -1,484 -0.7%
DAS
4
Dynamic Advisor Solutions
Arizona
$5.67M 147,801 +7,502 +5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.73M 71,287 -14,600 -17%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$2.24M 58,287 +6,094 +12%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$1.92M 50,092 -16,789 -25%
MSAM
8
Moloney Securities Asset Management
Missouri
$1.63M 42,388 -2,957 -7%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.61M 41,967 +13,310 +46%
MML Investors Services
10
MML Investors Services
Massachusetts
$880K 22,946 +7,718 +51%
OPS
11
Orion Portfolio Solutions
Nebraska
$857K 22,351 -22,351 -50%
BCI
12
Brinker Capital Investments
Pennsylvania
$857K 22,351 -22,351 -50%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$836K 21,808 +7,034 +48%
Morgan Stanley
14
Morgan Stanley
New York
$114K 2,975
UBS Group
15
UBS Group
Switzerland
$25.3K 659 -328 -33%
SS
16
Sunbelt Securities
Texas
$14.5K 377 +140 +59%
Osaic Holdings
17
Osaic Holdings
Arizona
$575 15
Citadel Advisors
18
Citadel Advisors
Florida
-11,005 Closed
Wells Fargo
19
Wells Fargo
California
-589 Closed
CFGS
20
Concourse Financial Group Securities
Alabama